+288.6%
AMD vs VLTO
+54.1%
+234.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -0.4% | -16.9% | -17.2% |
| 7D | -28.6% | +12.0% | -40.6% | -29.8% |
| 30D | -37.7% | +20.8% | -58.6% | -39.9% |
| 3M | -16.1% | +20.1% | -36.2% | -19.0% |
| 6M | +13.8% | +32.6% | -18.8% | +5.0% |
| YTD | +88.8% | +17.3% | +71.5% | +84.8% |
| 1Y | +57.8% | +17.3% | +40.5% | +53.8% |
| 3Y | +260.3% | +66.9% | +193.4% | +228.0% |
| All | +288.6% | +54.1% | +234.5% | +263.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling